AG
SJI

Aperio Group’s South Jersey Industries, Inc. SJI Stock Holding History

Aperio Group’s Portfolio SJI Stock Details SJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$691K Buy
32,069
+4,732
+17% +$102K ﹤0.01% 1800
2020
Q3 		$527K Sell
27,337
-5,389
-16% -$121K ﹤0.01% 1784
2020
Q2 		$818K Sell
32,726
-5,052
-13% -$133K ﹤0.01% 1511
2020
Q1 		$944K Sell
37,778
-25,648
-40% -$757K ﹤0.01% 1332
2019
Q4 		$2.09M Sell
63,426
-2,411
-4% -$76K 0.01% 1074
2019
Q3 		$2.17M Sell
65,837
-3,738
-5% -$122K 0.01% 1020
2019
Q2 		$2.35M Sell
69,575
-1,050
-1% -$33.9K 0.01% 985
2019
Q1 		$2.27M Buy
70,625
+4,788
+7% +$145K 0.01% 990
2018
Q4 		$1.83M Buy
65,837
+619
+0.9% +$19.6K 0.01% 1023
2018
Q3 		$2.3M Buy
65,218
+4,479
+7% +$152K 0.01% 995
2018
Q2 		$2.03M Buy
60,739
+8,285
+16% +$260K 0.01% 1019
2018
Q1 		$1.48M Buy
52,454
+17,250
+49% +$485K 0.01% 1128
2017
Q4 		$1.1M Buy
35,204
+4,341
+14% +$143K 0.01% 1250
2017
Q3 		$1.07M Buy
30,863
+1,077
+4% +$37.4K 0.01% 1231
2017
Q2 		$1.02M Buy
29,786
+1,564
+6% +$56.8K 0.01% 1230
2017
Q1 		$1.01M Sell
28,222
-18
-0.1% -$604 0.01% 1172
2016
Q4 		$951K Buy
28,240
+2,269
+9% +$70.8K 0.01% 1155
2016
Q3 		$767K Buy
25,971
+1,282
+5% +$39.3K 0.01% 1231
2016
Q2 		$781K Buy
24,689
+1,893
+8% +$54.3K 0.01% 1187
2016
Q1 		$649K Buy
22,796
+1,618
+8% +$41.5K 0.01% 1246
2015
Q4 		$498K Sell
21,178
-3,979
-16% -$97.5K ﹤0.01% 1337
2015
Q3 		$635K Buy
25,157
+4,111
+20% +$100K 0.01% 1178
2015
Q2 		$520K Sell
21,046
-6,642
-24% -$174K 0.01% 1296
2015
Q1 		$751K Buy
27,688
+5,332
+24% +$152K 0.01% 1066
2014
Q4 		$659K Buy
22,356
+6,250
+39% +$179K 0.01% 1082
2014
Q3 		$430K Sell
16,106
-258
-2% -$7.25K 0.01% 1210
2014
Q2 		$494K Sell
16,364
-3,342
-17% -$95.2K 0.01% 1131
2014
Q1 		$553K Buy
+19,706
New +$541K 0.01% 1280
2013
Q4 		– Sell
-23,372
Closed -$668K – 1199
2013
Q3 		$685K Sell
23,372
-1,686
-7% -$49.8K 0.01% 1005
2013
Q2 		$719K Buy
+25,058
New +$733K 0.02% 888

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Aperio Group's SJI Position: Q4 2020 in Review

Aperio Group increased its South Jersey Industries, Inc. (SJI) stake by 17% in Q4 2020, buying an estimated $102K and bringing the position to 32,069 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Aperio Group first reported a position in SJI in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.35M in Q2 2019. 209 funds tracked by Wall St. Rank hold SJI as of Q4 2020.

  • Aperio Group held 32,069 shares of South Jersey Industries, Inc. worth $691K as of Q4 2020.
  • Aperio Group bought 4,732 South Jersey Industries, Inc. shares in Q4 2020, an estimated $102K.
  • South Jersey Industries, Inc. made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1800 holding.
  • Aperio Group first reported a position in South Jersey Industries, Inc. in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's South Jersey Industries, Inc. position peaked at $2.35M in Q2 2019.
  • 209 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.